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US-listed spot Bitcoin exchange-traded funds (ETFs) have recorded their strongest three-week inflow stretch of 2026 as Bitcoin traded around $80,000.The funds attracted $986.9 million in the week ending Friday, bringing net inflows over the past three weeks to $3.8 billion, according to SoSoValue data.Total net assets across the funds stood at $101.3 billion on Friday after briefly rising to $103.3 billion a day earlier, while cumulative net inflows reached $55.6 billion.ETF demand marks a sharp turnaround from heavy outflows earlier in 2026, though year-to-date net flows remain roughly $1 billion negative.Bitcoin ETF inflows cool after Thursday surgeUS spot Bitcoin ETFs attracted $174.6 million in net inflows on Friday, down sharply from the nearly $731 million recorded a day earlier.BlackRock’s iShares Bitcoin Trust (IBIT), the largest spot Bitcoin ETF by assets, drew $117.4 million on Friday, accounting for about 67% of the day’s total net inflows, according to Farside Investors data.Daily spot Bitcoin ETF flows from Monday through Friday. Source: SoSoValueFidelity’s Wise Origin Bitcoin Fund (FBTC) was the only other fund to record net inflows, attracting $57.2 million, while all other US spot Bitcoin ETFs recorded no net flows for the day.Related: Surprise nonfarm payrolls print sends Bitcoin back below 80KThe slowdown came as Bitcoin fell from around $81,200 to briefly below $79,000 on Friday. Bitcoin traded at $79,716 at the time of publication, still up about 2.6% over the past seven days, according to CoinGecko.Bitcoin ETF demand strengthens as Ether, XRP flows fadeCompared with the previous week, Bitcoin ETF inflows increased about 7%, while inflows into US spot Ether and XRP ETFs fell about 74% and 83%, respectively.Spot Ether ETF inflows dropped to $218.4 million from $824.4 million, while XRP ETF inflows declined to $19 million from $110.5 million, according to SoSoValue.Despite weaker inflows, Ether and XRP ETFs remain in positive territory for the year. US spot Ether ETFs have recorded about $863 million in net inflows year-to-date, while XRP ETFs have attracted roughly $515 million.Magazine: BTC will hit $1M by 2030… but Arthur Hayes is buying ETH instead

Key points:The US economy added 162,000 nonfarm payroll jobs in August, nearly triple economists’ consensus estimate of 56,000.Bitcoin sold off from $81,300 to local lows of $78,600 following the data, before recovering to $79,500.A rival Bitcoin fork using the Blake2b algorithm saw its first trading activity, with coins changing hands at $350 on exchange Neoxa.Labor market beats expectations threefoldAccording to data released on Friday, the US economy added 162,000 nonfarm payroll jobs in August, significantly outperforming economists’ consensus expectations of roughly 56,000 jobs. In response to the announcement, Bitcoin (BTC) sold off from $81,300 to local lows of $78,600. At the time of writing it stands at $79,500. Recent economic data carries added weight, given how divided rate outlooks remain ahead of the next Federal Open Market Committee (FOMC) meeting on Sept. 15-16. Under previous Federal Reserve chairs, expectations ahead of the FOMC were mostly well-anchored. However, the lack of forward guidance from Chair Kevin Warsh, along with potential dissenters in the committee, has resulted in added uncertainty. After Fed Governor Christopher Waller said on Thursday that he would favor a rate pause pending upcoming inflation data, Polymarket probabilities swung to 60% in favor of a pause and 40% for a 25 basis-point interest rate hike. Friday’s labor market data however, drove the implied probabilities back to a 50/50 split.Implied Probabilities for the Sep. 16 FOMC rate decision. Source: PolymarketIn response to the strong labor market data, US President Donald Trump leveled new rate-cut demands. “The Fed Board, with its great new leader, must get smart – BE PATRIOTS for a change,” he stated in a Truth Social post and continued: “High interest rates put the U.S.A. at a very unfair disadvantage, ⁠and I won’t allow that to happen!” Trump had frequently criticized former Chair Jerome Powell for not cutting rates, but had held back from making similar statements toward Warsh until Friday. Blake2b version of Bitcoin attracts first liquidityWhen the BIP-110 soft fork activated on Aug. 7, the Bitcoin network briefly split into two competing chains: one enforcing BIP-110’s new rules and another continuing under the existing rules. The BIP-110 side largely stalled because miners did not devote enough computing power to extending that chain.BIP-110 supporters viewed miners’ refusal to follow the user-activated soft fork (UASF) as evidence that Bitcoin’s mining layer has become too centralized. That criticism was sharpened by the absence of an organized counter-effort from the Bitcoin Core side, such as a user-rejected soft fork (URSF). Only five mining pools control the vast majority of Bitcoin’s hashrate, concentrating significant influence over which chain is extended and which transactions are included in blocks.Bitcoin Network Hashrate Distribution. Source: Blockchain.comIn response, a subset of BIP-110 supporters, led by LukeDashjr, decided to continue the BIP-110 chain with a change in the proof-of-work algorithm to Blake2b to allow for a new, more decentralized set of miners to emerge using DATUM gateway technology. The corresponding hard fork was initiated on Aug. 30. Every address that held SHA-256 Bitcoin before Aug. 7 (and possibly after) will hold an equivalent amount on the Blake2b version of Bitcoin. So far, the only exchange listing Blake2b Bitcoin is Neoxa. While liquidity remains thin, Blake2b coins are currently trading at $350 against USDC with a 1.1% spread. BTCB2/USDC orderbook. Source: Neoxa ExchangeRelated: Crypto Biz: AI took a back seat when Bitcoin started climbing

US-listed spot Bitcoin exchange-traded funds (ETFs) notched their biggest inflows in nearly eight months as BTC reclaimed $80,000.Bitcoin ETFs recorded $730.9 million in net inflows on Thursday, the largest daily haul since Jan. 14, when the funds attracted $843.6 million, according to SoSoValue data.The surge followed $101.2 million inflows on Wednesday and came as Bitcoin reclaimed the $80,000 level after trading in a range between roughly $76,000 and $81,000 this week, according to CoinGecko.Despite the spike in ETF inflows, CryptoQuant remained cautious about Bitcoin’s rally, citing weaker spot demand and heavy short covering as $83,000 emerges as a key bull market threshold.BlackRock’s IBIT draws $454 million in a dayBlackRock’s iShares Bitcoin Trust (IBIT), the largest US spot Bitcoin ETF by net assets, led Thursday’s buying with $454 million in inflows, accounting for about 62% of the total, according to Farside Investors data.While total spot Bitcoin ETF inflows reached their highest level since January, IBIT alone drew a larger $503 million inflow as recently as Aug. 20.Daily US spot Bitcoin ETF flows since Tuesday. Source: Farside InvestorsARK Invest and 21Shares’ ARK 21Shares Bitcoin ETF (ARKB) followed with $137.7 million, while Fidelity’s Wise Origin Bitcoin Fund (FBTC) drew $74.4 million.VanEck’s Bitcoin ETF (HODL) and WisdomTree’s Bitcoin Fund (BTCW) were the only funds to record outflows on Thursday, at $19.6 million and $5.2 million, respectively.Bitcoin rally still needs fresh buyersBitcoin’s recent rally was driven largely by traders closing short positions rather than opening new long positions, pointing to limited fresh buying demand, CryptoQuant said in a Thursday report shared with Cointelegraph.The report mentioned that Bitcoin holders realized 23,000 BTC in net profits on Aug. 21, the highest daily amount this year, and about 110,000 BTC in total since Aug. 19, reflecting substantial profit-taking during the rally.Related: Bitcoin’s apparent demand turns negative as price struggles with $77KAccording to CryptoQuant, Bitcoin’s next major test sits around its 365-day moving average, which CryptoQuant placed at roughly $82,300.Source: CryptoQuantThe company said the moving average has historically marked the divide between Bitcoin bull and bear markets, with Bitcoin reaching $81,400 on Aug. 28 before retreating below the threshold.“A decisive close above $83K would confirm the new bull market,” CryptoQuant said, while a rejection could trigger a pullback toward the 200-day moving average near $69,000.Magazine: Bitget CEO isn’t buying the Bitcoin rally — She’s waiting for $50K

Bitcoin (BTC) rallied 5% during US trading hours, reaching $81,000. Key points: Bitcoin rallies above $81,000 in US trading, having risen more than 5% over the past 24 hours.USD/JPY drops to 155.4 amid suspected Bank of Japan (BOJ) intervention, dragging the US Dollar Index (DXY) down to 99.Polymarket odds for a BOJ rate hold collapse further from 12% to 1%, with a 98% probability now priced in for a 25-basis-point hike on Sept. 18.Weaker dollar drags crypto higherAt the time of writing, BTC stands at $81,000, near the highs seen during last month’s surprise upside. The move comes as the Japanese yen (JPY) continued to strengthen in a suspected central bank intervention, which Cointelegraph first reported on Wednesday. After dropping to 158.5 on Wednesday, the USD/JPY pair saw further downside to 155.4. This put pressure on the DXY, which fell to 99. Downside in the DXY has historically been positive for Bitcoin. US Dollar Index 1-day chart. Source: TradingViewShares of Michael Saylor’s Strategy (MSTR) participated in the rally and rose 8.6% on Wednesday. The stock is up 70% from its lows in late June, but still down roughly 10% year-to-date. Strategy’s perpetual preferred stock STRC, which had been frequently compared to a money market fund, is still trading below its par value of $100 and remains stuck at $97.80 at the time of writing. Related: Strategy turns 1,690 BTC into $108.6M STRC buybackAnalysts divided on impact of yen interventionThe latest suspected intervention to support the yen, coupled with the prospect of a Bank of Japan rate hike later this month, has also revived fears of another carry-trade unwind. “In the last 24 hours, USD/JPY has dropped almost 2.5%, which doesn’t happen without any major intervention,” The Macro Paper commented on X. “On top of that, BOJ is most likely expected to hike rates this month, with more rate hikes possible in Q4. This is the exact thing that happened in Q3 2024, when BOJ intervened and hiked rates together.”The Polymarket probabilities for a BOJ rate hold dropped from 12% to 1% Wednesday, cementing the prospect of a rate hike. The current market-implied probability of a 25-basis-point hike at the BOJ’s Sept. 18 meeting is 98%.Polymarket probabilities for BOJ rate decision on Sept 18. Source: PolymarketSome have also seen the currency intervention as liquidity-positive. Arthur Hayes, CIO of Maelstrom, has long held that the Foreign and International Monetary Authorities’ (FIMA) repo facility will provide Japan with dollar liquidity against Treasury collateral, easing global liquidity conditions. While no funds appear to have been drawn from this facility so far, Treasury Secretary Scott Bessent raised the prospect in late July.

US-listed spot Ether and XRP exchange-traded fund (ETF) inflow streaks ended on Wednesday, marking a reversal after sustained demand.Spot Ether ETFs recorded $48 million in net outflows on Wednesday, ending 12 consecutive trading days of inflows, according to SoSoValue data. The funds had attracted $1.62 billion during the streak.BlackRock’s iShares Ethereum Trust ETF (ETHA) led Ether fund outflows with $53.4 million, while the Fidelity Ethereum Fund (FETH) lost $26.2 million and the Grayscale Ethereum Staking ETF (ETHE) shed $23.5 million, according to Farside Investors data. BlackRock’s staked Ether ETF (ETHB) partially offset those withdrawals with around $53 million in net inflows.Spot XRP ETFs also posted $7.2 million in net outflows, ending an 11-session inflow streak. The streak brought in about $170 million, lifting cumulative XRP ETF inflows to about $1.68 billion.Bitcoin ETFs moved in the opposite direction, drawing $101.2 million on Wednesday after $236.5 million in net outflows a day earlier.The shift in ETF flows came as cryptocurrency prices declined, with Ether leading losses over the past seven days, down 3.4%, followed by XRP at 2.4% and Bitcoin at 1.3%, according to CoinGecko. At the time of publication, the three crypto assets traded at $2,407, $1.36 and $77,744, respectively.Related: Japan’s Remixpoint dumps altcoins, leaves 1,506 BTC as sole crypto betThis article is produced in accordance with Cointelegraph’s Editorial Policy and is intended for informational purposes only. It does not constitute investment advice or recommendations. All investments and trades carry risk; readers are encouraged to conduct independent research.

Bitcoin (BTC) sold off into the early European trading hours on Wednesday to hit local lows of $76,400, per data from CoinGecko.Key points: Bitcoin’s apparent demand indicator turns negative again, with BTC price dropping to a local low of $76,400 before reclaiming $77,000.USD/JPY drops sharply to 158.5, sparking speculation that another yen intervention has taken place.Asian equities sell off sharply as South Korea’s KOSPI falls 4.0% to 6,562.72 and Japan’s Nikkei 225 drops 2.9% to 64,325.64.Bitcoin’s apparent demand flips negative againThe move in BTC came after US spot Bitcoin exchange-traded funds (ETFs) recorded outflows of $236 million the day prior. Data from CryptoQuant now shows Bitcoin’s apparent demand turning negative once more after a brief reprieve during the August rally. Bitcoin price and apparent demand, 30-day change. Source: CryptoQuantThe indicator is inspired by similar metrics from commodity markets and measures the difference between newly mined issuance and changes in inactive supply. Positive demand implies that old coins are waking up and the market is absorbing them along with new issuance. This is taken to be a sign of active spot demand. Negative readings mean coins are aging into dormancy faster than miners issue them. At the time of writing, BTC has reclaimed $77,000, but remains pinned under a cluster of resistance that we have previously reported on. Bonds and Asian equities sell offThe global bond rout that Cointelegraph reported on Monday eased slightly as the US 10-year yield briefly dipped below 4.8%. There was inorganic price action in the USD/JPY pair at 13:00 UTC, which commentators widely took as a sign of another central bank intervention. USD/JPY declined to 158.5, retreating from the psychological 160 level widely seen as a line the Bank of Japan (BOJ) will defend. At the time of writing, no official announcement on the matter has been made. USD/JPY trading pair one-day chart. Source: TradingViewAsian equities, meanwhile, suffered steep declines, likely driven by soaring oil prices and further profit-taking in the AI sector. South Korea’s KOSPI led the decline, falling 4.0% to close at 6,562.72 as chipmakers SK Hynix and Samsung Electronics shed 4% and 4.7%, respectively.Related: Bitcoin lows pierce $63K as Asia chip-stock crash spreads to Wall StreetJapan’s Nikkei 225 fell 2.9% to 64,325.64, dragged down by tech heavyweights including SoftBank Group, an OpenAI investor. Taiwan’s TAIEX rounded out the losses with a 1.7% drop. Back in July, Cointelegraph reported on the first cracks beginning to show on the US side of the AI trade, as credit spreads on hyperscalers rose significantly. 

US-listed spot Bitcoin exchange-traded funds (ETFs) capped their best month of 2026 alongside Bitcoin’s biggest monthly gain since November 2024.Bitcoin ETFs attracted $3.52 billion in net inflows in August, their highest monthly total of 2026 and a sharp increase from just $172 million in inflows in July, according to SoSoValue data.Bitcoin (BTC) gained about 25% in August, its strongest monthly performance since a 37.29% rally in November 2024, according to CoinGlass.The August momentum quickly gave way to a weaker start to September, as ETF flows turned negative and Bitcoin briefly fell below $77,000.August cuts year-to-date outflows by 66% to $1.77BAugust’s $3.52 billion in Bitcoin ETF inflows cut year-to-date net outflows by roughly 66%, from $5.29 billion to $1.77 billion.The biggest monthly outflows came in June at $4.51 billion, followed by $2.43 billion in May and $1.61 billion in January, according to SoSoValue data.Monthly flows into US spot Bitcoin ETFs in 2026. Source: SoSoValueThe funds recorded net inflows on 16 of 21 trading days in August, including nine consecutive sessions from Aug. 17 through Aug. 27.Total net assets rose to $99.61 billion at the end of August from $76.29 billion at the end of July, an increase of about 31%. Monthly trading volume climbed nearly 49% to $58.63 billion from $39.37 billion.September starts with $236M in Bitcoin ETF outflowsUS spot Bitcoin ETFs started September with $236.46 million in net outflows on Tuesday, reversing the $216.70 million in net inflows recorded on Monday. The withdrawal marked the largest daily outflow since July 31, when the funds shed $265.37 million.The reversal came as Bitcoin briefly fell below $77,000 on Tuesday after trading above $80,000 in late August, according to CoinGecko.Related: Strategy buys $370M Bitcoin in first corporate purchase since JuneEther and XRP ETFs remained in positive territory on Tuesday. Spot Ether (ETH) ETFs attracted around $11 million on Tuesday, while spot XRP (XRP) ETFs drew $14.4 million.August pushed Ether ETFs into positive territory for 2026, with $732 million in year-to-date net inflows after they ended July about $1.12 billion in the red.XRP ETFs reached $502 million in year-to-date net inflows, up about 46% from $343 million at the end of July.Magazine: Does the Bitcoin rally mean we haven’t wasted our lives in crypto?

Japan’s JGB yield now at 30-year high Global long-term bond yields are now at the highest level since the 2008 financial crisis as major long-dated sovereign bonds continued to sell off into trading on Tuesday.The sell off comes only days after US Treasury Secretary Scott Bessent made headlines by announcing that the maximum size of debt buyback transactions would be increased to $4 billion from September.  While the Treasury does not conduct monetary policy, some commentators have compared this to a form of yield curve control. This has brought the debasement narrative, keenly followed by Bitcoin and precious metal investors, back into the spotlight. Japan’s 10-year government bond yield surged to 3% for the first time since 1996 on Tuesday, while the 30-year JGB yield topped a record 4.18%. The 10-year US bond yield also surged to a new multi-year high and stands at 4.78% at the time of writing. 10-Year Japanese government bond. Source: TradingView Officials in both countries face a mutual bind with respect to the Japanese yen: Tokyo can neither raise policy rates without incurring an operating loss that ultimately hits the Finance ministry, nor repatriate capital without divesting the Treasury securities on which Washington’s financing depends.Industry commentators such as Arthur Hayes have argued for years that the Fed will eventually use its Foreign and International Monetary Authorities (FIMA) repo facility. Through this swap line, Japan’s Finance ministry could borrow dollars against its Treasury holdings and sell them for yen, strengthening the currency without causing an imminent sovereign bond crisis. This mechanism would create new dollar liquidity, which is why Hayes recommends positioning in Bitcoin (BTC), gold and crypto. Treasury Secretary Scott Bessent hinted at the future use of the FIMA facility in August.Rising long-term yields may be the first sign that Hayes’s scenario is being priced in. Robin Brooks, senior fellow at the Brookings Institution commented on X: “For the past two years, Japan has been in a “Liz Truss” bond market crisis whereby its currency falls even as government bond yields go ever higher. We’ve never had a major G10 sovereign experience something like this and it’s deeply destabilizing…”10-year interest swap rate and trade-weighted JPY. Source: Robin Brooks on X.comBitcoin continues sideways movementIn the face of Tuesday’s bond sell-off, Bitcoin has been trading sideways near the $78,000 mark, following a minor corrective decline from its morning high close to $79,000. Cointelegraph previously reported on a thick patch of resistance between the current spot price and $86,000. This has slowed Bitcoin’s upside momentum despite positive news and renewed interest in the debasement trade. Related: Bitcoin faces true demand test above $83K as liquidity thickens: GlassnodeOverall sentiment across recent reports remains mixed to cautiously optimistic in the short term after the strong August recovery, with the $76,000-$82,000 range as the key battleground for the coming weeks.S&P 500 index futures sold off by 0.3% on Tuesday and the gauge now hovers around 7,660, the lowest level since Aug. 4. This comes as tensions in the Iran war flare up once more. Oil prices rose more than 2%, with WTI around $88 per barrel and Brent above $92, fueled by renewed US-Iran fighting, including strikes, tanker incidents in the Strait of Hormuz, and comments from President Donald Trump.S&P 500 out-of-hours futures. Source: X.com

US-listed spot Bitcoin exchange-traded funds (ETFs) returned to inflows on Monday, led almost entirely by BlackRock, while Ether, XRP and Solana funds continued attracting capital.SoSoValue data showed that Bitcoin ETFs recorded $216.7 million in net inflows on Monday, reversing the $201.8 million in withdrawals recorded on Friday. The Friday outflows ended a nine-session run that brought more than $3 billion into the funds. Bitcoin (BTC) was trading near $78,700 at the time of writing, up about 1.5% over the past 24 hours, according to CoinGecko. Meanwhile, Ether ETFs extended their inflow streak to 11 trading sessions, while XRP and Solana funds each recorded a 10th consecutive positive session.US spot Bitcoin ETF flows. Source: SoSoValueBlackRock accounts for 95% of Bitcoin ETF inflowsBlackRock’s iShares Bitcoin Trust ETF (IBIT) led Monday’s Bitcoin ETF rebound with $205.9 million in net inflows, accounting for about 95% of the category’s daily total, according to Farside Investors. Fidelity’s Wise Origin Bitcoin Fund (FBTC) added $6.9 million, followed by the Bitwise Bitcoin ETF (BITB) with $4.3 million. Morgan Stanley’s Bitcoin Trust added $3.6 million, while Grayscale’s Bitcoin Mini Trust attracted $9.4 million.Related: Strategy buys $370M Bitcoin in first corporate purchase since JuneVanEck’s Bitcoin ETF (HODL) was the only fund to record withdrawals, posting $13.4 million in net outflows. The remaining funds reported no flows. US spot Bitcoin ETF flows per fund. Source: Farside Investors Ether, XRP and Solana ETFs extend inflow runsSpot Ether ETFs attracted $87.7 million on Monday, marking their 11th consecutive trading session of inflows.BlackRock’s iShares Ethereum Trust ETF (ETHA) led with $59.9 million, followed by Grayscale’s Ethereum Mini Trust with $13.5 million and Fidelity’s Ethereum Fund with $9.3 million, according to Farside.XRP ETFs extended their positive run to 10 sessions with $5.64 million in net inflows, according to SoSoValue. The funds have attracted capital during every US trading session since Aug. 18. Solana ETFs also posted a 10th consecutive positive session, though daily inflows slowed to $925,010 from $18.1 million on Friday. Monday’s figure was the category’s weakest inflow during its current run. Magazine: Mystery surrounds why an OG burned $1M in Bitcoin

Bitcoin (BTC) gyrated around $78,000 at Monday’s Wall Street open as US bond yields neared 20-year highs again.Key points:Bitcoin reacts as the US Treasury Secretary comments on bond markets in a mainstream media interview.Analysis warns that bonds are “ignoring” policy changes as new 20-year highs loom for the 30-year yield.BTC price analysis sees an emerging hidden bearish RSI divergence contributing to month-end weakness.Bitcoin spikes as Bessent discusses bond yieldsData from TradingView showed BTC/USD trading in a narrow range, up around 1% on the day. BTC/USD one-hour chart. Source: Cointelegraph/TradingViewAfter falling into the start of the US trading session, the pair saw a swift rebound as US Treasury Secretary Scott Bessent hinted at further interventions in the US bond market. In an interview with CNBC, Bessent stressed that he had not yet acted to shore up the long end of the yield curve — 10-year and 30-year bonds.“I haven’t bought anything yet,” he told the network, adding that he was “fine” with yields rebounding after the announcement.This month, the Treasury announced that it would be at least doubling the size of its debt buyback transactions to $4 billion from September. At the time, yields fell, but on Monday, the 10-year yield was back at its highest levels since January 2025 at 4.76%.US 10-year bond yield one-week chart. Source: Cointelegraph/TradingViewThe 30-year yield reached 5.269% on the day, six basis points short of its highest levels since January 2007.“The bond market appears to be completely ignoring the US Treasury,” trading resource The Kobeissi Letter responded in a post on X.US 30-year bond yield one-day chart. Source: Cointelegraph/TradingViewEarlier, Ray Dalio expressed skepticism at the Treasury’s ability to control bonds, even under the new program. Forecasting a future US debt crisis, he named both Bitcoin and gold as potential hedges.“As general advice, I suggest diversifying well in asset classes and countries that have strong income statements and balance sheets and are not having great internal political and external geopolitical conflicts, underweighting debt assets like bonds, and overweighting gold and a bit of Bitcoin,” he wrote in a post on LinkedIn.US stocks, meanwhile, remained red on the day, with both the S&P 500 and Nasdaq Composite Index trading around 0.4% lower as tensions over new US-Iran strikes filtered through to markets.Bitcoin RSI sparks new bearish warningAhead of the August monthly candle close, BTC/USD maintained its 50-week exponential moving average (EMA) at $77,269 as support.Related: Bitcoin bear market ‘over’ as price metric copies 2023 recovery: CryptoQuant CEOBTC/USD one-hour chart with 50-week EMA. Source: Cointelegraph/TradingViewPreviously, Cointelegraph reported that this level is a key line in the sand for bulls. Month-to-date gains have neared 25% in Bitcoin’s best August performance since 2017.In a note of caution, trader and analyst Rekt Capital warned of a hidden bearish divergence playing out on daily time frames between price and the relative strength index (RSI). Despite bullish RSI signals on the weekly chart, the latest daily values, he warned, pointed to waning momentum.“if the Daily RSI continues to make Lower Highs (blue), that’ll contribute to mounting weakness here,” he told X followers alongside an explanatory chart.Daily RSI measured 70.7 on Monday, still within “overbought” territory.BTC/USD one-day chart with RSI data. Source: Rekt Capital on X.com

Bitcoin (BTC) heads into September still battling key resistance as markets flip hawkish on Federal Reserve policy.Key points:Markets see a 60% chance of the Fed hiking interest rates in September, with jobs data due this week.Oil has experienced renewed volatility amid fresh US strikes on Iran and an unprecedented US-Venezuela oil-supply deal.Bitcoin remains under a crucial patch of resistance below $86,000 heading into the August monthly candle close.September rate hike bets return after Jackson HoleThe coming week will bring the release of multiple US employment indexes, each likely to shape expectations for policy changes from the Federal Reserve.The Fed is already in the spotlight after last week’s Jackson Hole economic symposium, which featured its first keynote speech from new chair Kevin Warsh. Warsh remained characteristically tight-lipped on policy cues, describing forward guidance — a fixture of Fed PR for decades — as having “overstayed its welcome.”On inflation, Warsh described current data as too high, despite July’s lower-than-expected results for the Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE) index.“Each of these broad inflation measures have fallen significantly from their highs of a few years ago, but progress through the past couple of years has been more modest, and while this summer’s PCE and CPI readings were better than expected, they do not tell me that underlying trends have meaningfully improved,” he said.Markets responded with increased expectations of interest-rate hikes, reverting to majority odds for a 0.25% hike at the Fed’s September meeting, per data from CME Group’s FedWatch Tool. At the time of writing, these odds stand at just below 60%, up from 41.4% last week.Fed target-rate probability comparison for September FOMC meeting (screenshot). Source: CME GroupRates expectations could be tempered, however, by labor-market numbers. Friday will see August nonfarm payrolls data released. The economy is expected to have added 50,000 jobs last month, compared to a loss of 23,000 in June.Private-sector employment numbers will precede nonfarm payrolls on Wednesday, followed by initial jobless claims on Thursday. “All eyes are on the labor market,” trading resource The Kobeissi Letter summarized in commentary on X, noting that this would form the last slew of jobs data before the September rate decision.Kobeissi flagged major downward revisions to employment numbers, with weak labor-market conditions forming a potential hurdle to Fed policy tightening. Citing data from the Bureau of Labor Statistics (BLS), it reported another 79,000 jobs removed in the 12 months through March this year.“This follows last year’s record -911,000 revision and marks the 4th consecutive annual downward adjustment, matching the streak that ended in 2010 after the 2008 Financial Crisis,” it added, describing the labor market as being “weaker than initially reported for years.”US employment data revisions. Source: The Kobeissi Letter on X.comOil spikes on US-Iran escalationOil markets are at the forefront of macro volatility as the week begins thanks to a combination of geopolitical catalysts.Renewed US strikes on Iran sent Brent crude back above $90 per barrel on Monday, nearing its highest levels in a week. US WTI crude passed $85 per barrel, and was up 2.5% on the day at the time of writing.CFDs on Brent crude oil one-day chart. Source: Cointelegraph/TradingViewEuropean stocks came under pressure as a result of the events, with Germany’s DAX down 0.7%. US president Donald Trump implied that Iran’s Kharg Island oil hub was once more a target. In a post on Truth Social, Trump uploaded an AI-generated video that appeared to show the bombing of oil infrastructure, describing the island as “being blown to smithereens.”DAX one-day chart. Source: Cointelegraph/TradingViewThe strikes followed news of a major energy deal granting the US significant control of Venezuela’s oil reserves. Numbers from Venezuela’s interim president Delcy Rodriguez quoted by CNBC and others referenced a daily oil-output target of 1.5 million barrels, with total reserves involved at 65 billion barrels, currently worth around $5.4 trillion.In a Truth Social post, Trump described the takeover as the “biggest oil deal in history.”Bitcoin battles multiple 50-week trend linesBitcoin saw late sell pressure into Sunday’s weekly close, with a brief trip below its 50-week exponential moving average (EMA) at $77,269, per data from TradingView. Price defended the trend line, which we had previously flagged as important support, for a second consecutive week. In the wake of its recent rally, BTC had managed to reclaim the moving average with a weekly close for the first time since November 2025.BTC/USD one-week chart with 50 EMA. Source: Cointelegraph/TradingViewIn his latest market observations on X, Rafael Schultze-Kraft, cofounder of crypto analytics platform Glassnode, drew attention to the equivalent simple moving average (SMA) at $80,307. Here, BTC/USD still lacks a reclaim on the weekly time frame — something which has preceded additional price upside in the past, he showed.BTC/USD chart with periods above and below 50-week SMA. Source: Rafael Schultze-Kraft on X.comMonthly close faces stiff resistanceHeading into the August monthly close, Bitcoin bulls face a key test as monthly gains for BTC/USD hover near 25%.BTC/USD monthly returns (screenshot). Source: CoinGlassDespite the biggest crypto short liquidation event ever recorded, buyers have so far failed to reclaim key resistance above $80,000, analysis warns. “Bitcoin is still hovering beneath the Macro Downtrending resistance, having upside wicked briefly beyond it,” trader and analyst Rekt Capital summarized about the current status quo in his latest analysis on X. “Still the pivotal resistance and by staying below it, Bitcoin continues its series of Macro Lower Highs.”BTC/USD one-month chart. Source: Rekt Capital on X.comRekt Capital argued that a breakout above this resistance would have major implications for the four-year BTC price cycle, as it would mean that its latest bear market would be shorter than those before it.Beyond the trend line, however, additional resistance has already formed thanks to thickening ask liquidity on exchange order books. As Cointelegraph reported, this extends to $86,000, thus requiring even more buy-side momentum to effect a lasting breakout.“Every overhead structure we track now sits between $81K and $86K; that band is where the recovery’s demand meets its test,” Glassnode wrote in research last week.Larger buyers seen as pivotal to BTC price upside Glassnode calculated that 1.05 million BTC owned by long-term holders have a cost basis between $83,000 and $86,000. Long-term holders refer to wallets holding a given amount of BTC without selling for six months or more.Related: Supply absorption ‘key question’ as Bitcoin fails to reclaim $80K: AnalysisBTC supply distribution by wallet cohort. Source: GlassnodeIn additional findings this week, onchain analytics platform CryptoQuant drew attention to the potential impact of large-volume investors going into September. These entities, its data showed, were behind buyer appetite this month, while smaller investors took profit or exited the market after their holdings returned to breakeven.“From 1–30 August, wallets with 100+ BTC added about 60,000 BTC. Wallets with 1–100 BTC sold about 33,000. Wallets under 1 BTC sold about 14,000,” it wrote in a blog post on Monday. “That split is the month. Large holders absorbed the breakout. Smaller holders used the rally as an exit.”Bitcoin accumulation data by wallet cohort (screenshot). Source: CryptoQuantCryptoQuant added that the view of large-investor accumulation would require reassessment should those entities start selling recently acquired supply below $80,000.

The value of tokenized real-world assets (RWA) on Stellar has climbed roughly 360% in 2026 to nearly $4 billion, up from $868.8 million at the end of last year, according to a Dune Analytics dashboard maintained by Stellar.The network’s RWA market cap stood at $3.996 billion as of Aug. 29, spread across US Treasurys, private and public credit, non-US government debt and other tokenized asset classes.The market is concentrated among a handful of issuers. Spiko accounted for $1.55 billion of Stellar’s RWA value as of Aug. 27, followed by Realiz at $559 million, Tradable at $548 million, Franklin Templeton at $546 million and Ondo at $535 million.Stellar’s RWA market cap has surged in 2026. Source: Dune Analytics/StellarStellar has gained ground in non-US government debt. Citing RWA.xyz data, the Stellar Development Foundation said the network held about $490 million in the asset class as of Aug. 20, including tokenized Mexican CETES and Brazilian government bonds issued through Etherfuse.Source: StellarOrgDespite the growth in RWAs, the blockchain’s native XLM token is down about 11% year to date, trading near $0.18, according to CoinGecko data. Related: Coinbase tokenized stocks go live on Base with Chainlink price feedsInstitutional adoption drives Stellar’s RWA growthThe expansion comes as financial institutions and tokenization platforms deepen their use of the network.In May, the Depository Trust & Clearing Corporation (DTCC) announced plans to connect its tokenization service to Stellar, with DTC-tokenized assets expected to become available on the network in the first half of 2027. The integration could eventually support tokenized US Treasurys, major index ETFs and stocks in the Russell 1000.That institutional push continued in July, when tokenization platform Tradable announced plans to bring up to $1 billion in private credit assets to Stellar. The integration is designed to support compliance, investor onboarding and asset lifecycle management, building on $1.7 billion in private credit that Tradable has already tokenized across nearly 30 positions.Stellar has also expanded its role in digital payments. MoneyGram launched its MGUSD dollar stablecoin on the network in June, allowing users to hold dollar-denominated balances and move funds through its global payments network.MGUSD joins roughly $438 million in reserve-verified stablecoins currently issued on Stellar, according to the Dune dashboard.Stellar’s RWA and stablecoin market caps. Source: Dune Analytics/StellarMagazine: Who is legally liable when an AI agent goes rogue?